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About the Role
Pathstone is seeking Client Advisory Associates for a 2-year, entry-level position in our San Francisco office. This role offers the potential for top performers to extend their engagement for up to an additional 3 years as a Senior Associate. Associates work in teams to manage investment portfolios for high-net-worth families and institutions, supporting portfolio managers in producing reports, providing client service, and building client portfolios.
Responsibilities
- Produce performance reports and presentations.
- Provide exceptional client service.
- Assist with building client portfolios.
- Participate in special projects, such as asset class deep dives, portfolio reviews, and spending analyses.
- Coordinate complex estate-planning transactions.
- Manage risk across client relationships by adhering to firm and regulatory policy, procedures, and processes.
- Complete independent work for clients using Excel, PowerPoint, Addepar, and Salesforce.
- Join internal investment meetings and client meetings.
Requirements
- Bachelor's degree.
- Less than two years of work experience.
- Interest in financial markets and client service.
- Ability to work collaboratively and problem-solve in a diverse team environment.
- Accountability and initiative are required.
- Keen interest in developing deep knowledge of client service, portfolio management, investments, and financial markets.
- Intellectual curiosity, creativity, and a willingness to ask questions.
- Strong oral and written communication skills.
- Ability to provide excellent client service.
- Top-notch organizational skills.
- Strong ability to balance time-sensitive priorities.
- High level of attention to detail.
- Ability to thrive in a fast-paced, deadline-oriented environment with multiple supervisors.
- Commitment to operating ethically and professionally.
- Strong sense of integrity.
- Consistent exercise of good judgment.
- Openness to feedback and quick action upon it.
- Positive, proactive attitude.
- Proficiency in Microsoft Excel, PowerPoint, and Word.
- Comfort and ability to quickly learn new technology platforms.
- Interest in learning how to use and optimize AI for day-to-day workflows.
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Client Service
- Portfolio Management
- Financial Markets
- Asset Allocation
- Portfolio Construction
- Investment Management
- Risk Management
- Data Analysis
- Communication Skills
- Organizational Skills
- Attention to Detail
- Problem-Solving
- AI Optimization
Location
- San Francisco
Work Type
- Full-time
- Entry-level
Experience Level
- Entry-level
- Less than 2 years
Education Level
- Bachelor's degree
Salary/Compensations
- $65,000 – $90,000 per year
Benefits
- Comprehensive medical, vision, and dental coverage
- Flexible spending options
- Flexible PTO
- Life insurance
- Education support
- 401(k) plan
- Parental leave
About the Company
- Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.
- We help clients pursue their Preferred Life with clarity, confidence, and long-term support across wealth and well-being.
- Services include investment advisory, integrated planning, tax strategy, risk management, wealth and estate planning, philanthropic planning, and family governance.
- With over 20 office locations and $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly.
- Pathstone is committed to making a meaningful difference for clients and fostering a supportive, purpose-driven environment for professionals.
- Team members are encouraged to pursue interests and contribute to the firm’s culture through committees and initiatives.
- Our people are our greatest asset, and we offer a competitive, flexible benefits program.
Equal Opportunity
- Pathstone is proud to be an equal opportunity employer.